| Treasurer of the State of North Carolina | 3,725,393 | $104.2m | 0.3% |
| Parcion Private Wealth LLC | 1,508,705 | $42.2m | 1.6% |
| LPL Financial LLC | 855,929 | $23.9m | 0.0% |
| FFG Partners, LLC | 398,150 | $11.1m | 3.2% |
| PALLADIEM, LLC | 193,772 | $5.4m | 5.3% |
| MORGAN STANLEY | 181,007 | $5.1m | 0.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | 175,163 | $4.9m | 0.0% |
| Focus Financial Network, Inc. | 132,684 | $3.7m | 0.1% |
| Steward Partners Investment Advisory, LLC | 114,855 | $3.2m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 98,133 | $2.7m | 0.0% |
| StoneX Group Inc. | 92,360 | $2.6m | 0.1% |
| JONES FINANCIAL COMPANIES LLLP | 86,330 | $2.4m | 0.0% |
| ROYAL BANK OF CANADA | 76,807 | $2.1m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 72,026 | $2.0m | 0.0% |
| ARS Investment Partners, LLC | 70,801 | $2.0m | 0.1% |
| BANK OF AMERICA CORP /DE/ | 67,499 | $1.9m | 0.0% |
| MML INVESTORS SERVICES, LLC | 66,806 | $1.9m | 0.0% |
| Cetera Investment Advisers | 63,621 | $1.8m | 0.0% |
| Wealthfront Advisers LLC | 59,637 | $1.7m | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 59,044 | $1.6m | 0.0% |
| Lionsbridge Wealth Management LLC | 57,096 | $1.6m | 1.6% |
| Mezzasalma Advisors, LLC | 55,795 | $1.6m | 0.3% |
| RATIONAL ADVISORS, INC. | 53,132 | $1.5m | 0.1% |
| Advisory Services Network, LLC | 51,783 | $1.4m | 0.0% |
| HERITAGE OAK WEALTH ADVISORS LLC | 48,621 | $1.4m | 0.4% |